Prudent Man Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), Prudent Man Advisors, LLC reported 179 stock positions worth $314.4 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 13.2% of the portfolio, followed by Vanguard Total Bond Market (BND, 8.1%) and Ishr Ibx Usd Hiyld CB ETF-Ui (HYG, 5.2%). Compared with Q1 2025, it opened 18 new positions, sold out of 8, added to 114 and reduced 38. The biggest buy was Nvidia (NVDA, shares +34%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- NAPERVILLE, IL
- CIK
- 0001817174
- Portfolio Value
- $314.4M (Q2 2025)
- SEC Filing
- 0001817174-25-000003 ↗ filed Jul 31, 2025
Holdings Value
Holdings 179 stocks · $314.4M
| VTI VG Morningstar TS MKT ETF-US | 13.23% | 136,825 | $41.6M | Reduce -18.5% |
| BND Vanguard Total Bond Market | 8.13% | 347,173 | $25.6M | Add +0.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 5.21% | 203,017 | $16.4M | Add +0.2% |
| ESGU iShares ESG Aware MSCI USA | 3.12% | 72,521 | $9.8M | Add +1.8% |
| VEA Vanguard Ftse Developed ETF | 2.83% | 150,500 | $8.9M | Reduce -0.3% |
| MSFT Microsoft Corp. | 2.70% | 17,070 | $8.5M | Add +29.6% |
| NVDA Nvidia Corp. | 2.59% | 51,479 | $8.1M | Add +33.9% |
| BSV Vanguard Short-Term Bond ETF | 2.23% | 89,043 | $7.0M | Add +6.6% |
| AAPL Apple Inc. | 2.21% | 33,325 | $6.9M | Add +28.7% |
| JPM JPMorgan Chase & Co. | 1.75% | 19,019 | $5.5M | Add +11.0% |
| AMZN Amazon.com Inc. | 1.53% | 21,969 | $4.8M | Add +32.9% |
| VXUS Vanguard Total Intl Stock | 1.50% | 68,229 | $4.7M | Add +70.8% |
| SRLN SS Blackstone Sr Loan ETF | 1.46% | 110,500 | $4.6M | No change |
| IVV iShares Core S&P 500 ETF | 1.33% | 6,756 | $4.2M | Reduce -3.1% |
| AVGO Broadcom Inc. | 1.26% | 14,315 | $3.9M | Add +21.1% |
| IWM iShares Russell 2000 ETF | 1.12% | 16,272 | $3.5M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 1.11% | 19,707 | $3.5M | Add +47.3% |
| VNQ Vanguard Real Estate ETF | 1.11% | 39,149 | $3.5M | Add +2.1% |
| PM Philip Morris International | 1.04% | 17,909 | $3.3M | Add +8.4% |
| VMBS Vanguard Mortgage-Backed Sec | 0.98% | 66,284 | $3.1M | Add +2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.89% | 5,660 | $2.8M | Add +40.9% |
| VYM Vanguard High DVD Yield ETF | 0.85% | 20,065 | $2.7M | Add +0.4% |
| BLK BlackRock Inc. | 0.80% | 2,384 | $2.5M | Add +11.8% |
| MS Morgan Stanley | 0.75% | 16,644 | $2.3M | Add +9.8% |
| PLD Prologis Inc. | 0.74% | 22,116 | $2.3M | Add +9.3% |
| ABT Abbott Laboratories | 0.73% | 16,894 | $2.3M | Add +16.1% |
| WMT Walmart Inc. | 0.72% | 23,040 | $2.3M | Add +54.9% |
| EMR Emerson Electric Co. | 0.68% | 16,106 | $2.1M | Add +17.0% |
| TMUS T-Mobile US Inc. | 0.66% | 8,759 | $2.1M | Add +20.0% |
| NEE Nextera Energy Inc. | 0.63% | 28,615 | $2.0M | Add +17.4% |
| V Visa Inc. Class A | 0.63% | 5,561 | $2.0M | Add +32.4% |
| EQIX Equinix Inc. | 0.63% | 2,473 | $2.0M | Add +10.2% |
| MA Mastercard Inc. Class A | 0.61% | 3,430 | $1.9M | Add +33.3% |
| HON Honeywell International Inc. | 0.61% | 8,182 | $1.9M | Add +16.2% |
| ORCL Oracle Corp. | 0.60% | 8,595 | $1.9M | Add +33.2% |
| COST Costco Wholesale Corp. | 0.57% | 1,801 | $1.8M | Add +32.0% |
| AMP Ameriprise Financial Inc. | 0.56% | 3,293 | $1.8M | Add +10.8% |
| SBUX Starbucks Corp. | 0.56% | 9,539 | $1.8M | Add +33.4% |
| BKNG Booking Holdings Inc. | 0.55% | 299 | $1.7M | Add +31.7% |
| LRCX Lam Research Corp. | 0.55% | 17,752 | $1.7M | Add +20.3% |
| LH Labcorp Holdings Inc. | 0.53% | 6,316 | $1.7M | Add +8.4% |
| GLW Corning Inc. | 0.52% | 30,841 | $1.6M | Add +13.6% |
| BSX Boston Scientific Corp. | 0.50% | 14,654 | $1.6M | Add +34.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.50% | 12,690 | $1.6M | Add +36.4% |
| EA Electronic Arts Inc. | 0.49% | 9,689 | $1.5M | Add +17.6% |
| QCOM Qualcomm Inc. | 0.48% | 9,529 | $1.5M | Add +19.5% |
| KRE SS SPDR S&P Regional Bank | 0.48% | 25,330 | $1.5M | Add +33.3% |
| META Meta Platforms Inc. Class A | 0.46% | 1,967 | $1.5M | Add +33.7% |
| GOOGL Alphabet Inc. Class A | 0.45% | 8,030 | $1.4M | Reduce -0.5% |
| AMAT Applied Materials Inc. | 0.45% | 7,725 | $1.4M | Add +84.3% |
| AXON Axon Enterprise Inc. | 0.45% | 1,708 | $1.4M | Add +31.6% |
| LHX L3HARRIS Technologies Inc. | 0.45% | 5,620 | $1.4M | Add +17.2% |
| MRK Merck & Co. Inc. | 0.44% | 17,523 | $1.4M | Add +20.6% |
| PWR Quanta Services Inc. | 0.44% | 3,632 | $1.4M | Add +33.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.43% | 28,557 | $1.4M | Reduce -1.4% |
| CRM Salesforce Inc. | 0.42% | 4,846 | $1.3M | Add +32.6% |
| WFC Wells Fargo & Co. | 0.42% | 16,370 | $1.3M | Reduce -12.4% |
| DD Dupont DE Nemours Inc. | 0.42% | 19,114 | $1.3M | Add +18.4% |
| DLR Digital Realty Trust Inc. | 0.42% | 7,491 | $1.3M | Reduce -0.8% |
| DE Deere & Co. | 0.40% | 1,741 | $1.3M | Reduce -10.6% |
| CMG Chipotle Mexican Grill Inc. | 0.39% | 21,566 | $1.2M | Add +36.7% |
| CSCO Cisco Systems Inc. | 0.38% | 17,382 | $1.2M | No change |
| J Jacobs Solutions Inc. | 0.38% | 9,104 | $1.2M | Add +15.6% |
| PG The Procter & Gamble Co. | 0.38% | 7,511 | $1.2M | Reduce -4.4% |
| JNK SS SPDR BB High Yield Bond | 0.37% | 11,988 | $1.2M | Reduce -0.1% |
| XBI SS SPDR S&P Biotech ETF | 0.37% | 14,028 | $1.2M | Add +18.7% |
| UNH Unitedhealth Group Inc. | 0.36% | 3,659 | $1.1M | Add +34.2% |
| RTX RTX Corp. | 0.36% | 7,798 | $1.1M | Reduce -1.6% |
| BDX Becton Dickinson and Co. | 0.35% | 6,432 | $1.1M | Add +17.6% |
| OKE Oneok Inc. | 0.35% | 13,388 | $1.1M | Add +83.3% |
| AME Ametek Inc. | 0.35% | 6,001 | $1.1M | Add +33.8% |
| SPGI S&P Global Inc. | 0.33% | 1,966 | $1.0M | Reduce -1.4% |
| VWO Vanguard Ftse Emerging Marke | 0.33% | 18,439 | $1.0M | Reduce -1.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.33% | 3,208 | $1.0M | Add +34.2% |
| CVX Chevron Corp. | 0.33% | 7,137 | $1.0M | Reduce -1.7% |
| BKLN Invesco Senior Loan ETF | 0.32% | 47,700 | $998K | No change |
| KO The Coca-Cola Co. | 0.32% | 12,942 | $996K | Add +0.0% |
| VTWO Vanguard Russell 2000 ETF | 0.31% | 11,058 | $964K | Add +7.4% |
| NKE Nike Inc. Class B | 0.30% | 7,101 | $959K | Reduce -3.5% |
| ABBV Abbvie Inc. | 0.30% | 5,045 | $936K | Reduce -1.8% |
| MCD McDonald's Corp. | 0.29% | 3,140 | $917K | Reduce -1.5% |
| AMT American Tower Corp. | 0.28% | 3,965 | $876K | Add +1.1% |
| CWEN Clearway Energy Inc. Class C | 0.28% | 27,234 | $871K | Add +3.9% |
| LKQ LKQ Corp. | 0.28% | 23,495 | $870K | Add +92.5% |
| EOG EOG Resources Inc. | 0.27% | 7,218 | $863K | Add +31.9% |
| CI The Cigna Group | 0.26% | 2,503 | $827K | Reduce -1.8% |
| VOO Vanguard S&P 500 ETF | 0.26% | 1,455 | $826K | Add +7.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.26% | 3,631 | $822K | Add +2.9% |
| WMB Williams Cos Inc. | 0.26% | 13,057 | $820K | Reduce -12.3% |
| NEM Newmont Corp. | 0.26% | 13,989 | $815K | Reduce -9.8% |
| EVRG Evergy Inc. | 0.26% | 11,646 | $803K | Add +28.6% |
| TMO Thermo Fisher Scientific Inc. | 0.25% | 1,933 | $784K | Add +32.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.25% | 1,735 | $772K | Add +27.7% |
| BLV Vanguard Long-Term Bond ETF | 0.24% | 11,065 | $769K | Add +6.8% |
| LLY Eli Lilly & Co. | 0.24% | 985 | $768K | Add +28.3% |
| EHC Encompass Health Corp. | 0.24% | 6,170 | $757K | Reduce -20.7% |
| FNB FNB Corp. | 0.24% | 50,934 | $743K | Reduce -2.2% |
| WELL Welltower Inc. | 0.24% | 4,830 | $743K | Add +1.2% |
| COP Conocophillips | 0.23% | 8,205 | $736K | Add +30.3% |
| TSLA Tesla Inc. | 0.23% | 2,232 | $709K | Add +32.9% |
Lines left out (2) · $513K — a value with no share or principal amount
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $314.9M.
Portfolio Sells Q1 2025 → Q2 2025
| VTI VG Morningstar TS MKT ETF-US | Reduce -18.5% | 13.23% | −3.55 |
| LEN Lennar Corp. Class A | Sold out | 0.00% | −0.17 |
| MPC Marathon Petroleum Corp. | Reduce -56.7% | 0.09% | −0.12 |
| CVX Chevron Corp. | Reduce -1.7% | 0.33% | −0.12 |
| FNF Fidelity National Financial | Reduce -15.2% | 0.19% | −0.11 |
| PG The Procter & Gamble Co. | Reduce -4.4% | 0.38% | −0.11 |
| BMY Bristol-Myers Squibb Co. | Reduce -2.2% | 0.18% | −0.10 |
| ABBV Abbvie Inc. | Reduce -1.8% | 0.30% | −0.09 |
| LW Lamb Weston Holdings Inc. | Sold out | 0.00% | −0.09 |
| IVV iShares Core S&P 500 ETF | Reduce -3.1% | 1.33% | −0.09 |
| GSHD Goosehead Insurance Inc. Class A | Sold out | 0.00% | −0.09 |
| MMSI Merit Medical Systems Inc. | Sold out | 0.00% | −0.09 |
| AMH American Homes 4 Rent- A | Sold out | 0.00% | −0.08 |
| ATRC Atricure Inc. | Sold out | 0.00% | −0.07 |
| GTLS Chart Industries Inc. | Sold out | 0.00% | −0.07 |
| WFC Wells Fargo & Co. | Reduce -12.4% | 0.42% | −0.07 |
| MCD McDonald's Corp. | Reduce -1.5% | 0.29% | −0.07 |
| ADEA Adeia Inc. | Sold out | 0.00% | −0.07 |
| IWM iShares Russell 2000 ETF | Reduce -0.1% | 1.12% | −0.07 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.3% | 2.83% | −0.06 |
| WMB Williams Cos Inc. | Reduce -12.3% | 0.26% | −0.06 |
| DE Deere & Co. | Reduce -10.6% | 0.40% | −0.06 |
| EMN Eastman Chemical Co. | Reduce -0.0% | 0.16% | −0.06 |
| EHC Encompass Health Corp. | Reduce -20.7% | 0.24% | −0.05 |
| JNK SS SPDR BB High Yield Bond | Reduce -0.1% | 0.37% | −0.04 |
| CI The Cigna Group | Reduce -1.8% | 0.26% | −0.04 |
| SPGI S&P Global Inc. | Reduce -1.4% | 0.33% | −0.04 |
| MDT Medtronic PLC | Reduce -0.1% | 0.18% | −0.03 |
| SSNC Ss&c Technologies Holdings | Reduce -0.1% | 0.20% | −0.03 |
| PAYO Payoneer Global Inc. | Reduce -19.2% | 0.05% | −0.03 |
| GD General Dynamics Corp. | Reduce -2.2% | 0.22% | −0.02 |
| DOV Dover Corp. | Reduce -0.0% | 0.21% | −0.02 |
| CXT Crane NXT Co. | Reduce -3.4% | 0.15% | −0.02 |
| RTX RTX Corp. | Reduce -1.6% | 0.36% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.3% | 0.33% | −0.02 |
| FNB FNB Corp. | Reduce -2.2% | 0.24% | −0.02 |
| NEM Newmont Corp. | Reduce -9.8% | 0.26% | −0.01 |
| NKE Nike Inc. Class B | Reduce -3.5% | 0.30% | −0.01 |
| BAC Bank of America Corp. | Reduce -1.4% | 0.43% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -0.5% | 0.45% | −0.00 |
| CARR Carrier Global Corp. | Reduce -2.1% | 0.22% | −0.00 |
| BWA Borgwarner Inc. | Reduce -3.4% | 0.14% | −0.00 |
| ENSG The Ensign Group Inc. | Reduce -1.8% | 0.08% | +0.00 |
| ITT Itt Inc. | Reduce -2.6% | 0.21% | +0.01 |
| DY Dycom Industries Inc. | Reduce -19.9% | 0.08% | +0.01 |
| DLR Digital Realty Trust Inc. | Reduce -0.8% | 0.42% | +0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +33.9% | 2.59% | +1.07 |
| MSFT Microsoft Corp. | Add +29.6% | 2.70% | +0.90 |
| VXUS Vanguard Total Intl Stock | Add +70.8% | 1.50% | +0.60 |
| AVGO Broadcom Inc. | Add +21.1% | 1.26% | +0.54 |
| AMZN Amazon.com Inc. | Add +32.9% | 1.53% | +0.39 |
| GOOG Alphabet Inc. Class C | Add +47.3% | 1.11% | +0.35 |
| ORCL Oracle Corp. | Add +33.2% | 0.60% | +0.27 |
| WMT Walmart Inc. | Add +54.9% | 0.72% | +0.24 |
| AMAT Applied Materials Inc. | Add +84.3% | 0.45% | +0.23 |
| JPM JPMorgan Chase & Co. | Add +11.0% | 1.75% | +0.23 |
| AXON Axon Enterprise Inc. | Add +31.6% | 0.45% | +0.20 |
| PWR Quanta Services Inc. | Add +33.3% | 0.44% | +0.18 |
| BKNG Booking Holdings Inc. | Add +31.7% | 0.55% | +0.17 |
| DIS The Walt Disney Co. | Add +36.4% | 0.50% | +0.17 |
| LRCX Lam Research Corp. | Add +20.3% | 0.55% | +0.16 |
| META Meta Platforms Inc. Class A | Add +33.7% | 0.46% | +0.15 |
| TGT Target Corp. | New | 0.14% | +0.14 |
| EMR Emerson Electric Co. | Add +17.0% | 0.68% | +0.13 |
| RF Regions Financial Corp. | New | 0.13% | +0.13 |
| VONV Vanguard Russell 1000 Value | New | 0.13% | +0.13 |
| MS Morgan Stanley | Add +9.8% | 0.75% | +0.10 |
| MA Mastercard Inc. Class A | Add +33.3% | 0.61% | +0.10 |
| BSX Boston Scientific Corp. | Add +34.1% | 0.50% | +0.10 |
| COST Costco Wholesale Corp. | Add +32.0% | 0.57% | +0.10 |
| CMG Chipotle Mexican Grill Inc. | Add +36.7% | 0.39% | +0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +40.9% | 0.89% | +0.09 |
| V Visa Inc. Class A | Add +32.4% | 0.63% | +0.09 |
| LKQ LKQ Corp. | Add +92.5% | 0.28% | +0.09 |
| MGNI Magnite Inc. | New | 0.09% | +0.09 |
| KRE SS SPDR S&P Regional Bank | Add +33.3% | 0.48% | +0.09 |
| FLR Fluor Corp. | New | 0.08% | +0.08 |
| PM Philip Morris International | Add +8.4% | 1.04% | +0.08 |
| OKE Oneok Inc. | Add +83.3% | 0.35% | +0.08 |
| LHX L3HARRIS Technologies Inc. | Add +17.2% | 0.45% | +0.08 |
| FN Fabrinet | New | 0.08% | +0.08 |
| MYRG MYR Group Inc./Delaware | New | 0.08% | +0.08 |
| NPO Enpro Inc. | New | 0.08% | +0.08 |
| AAPL Apple Inc. | Add +28.7% | 2.21% | +0.08 |
| ITGR Integer Holdings Corp. | New | 0.07% | +0.07 |
| BOOT Boot Barn Holdings Inc. | New | 0.07% | +0.07 |
| RY Royal Bank of Canada | New | 0.07% | +0.07 |
| CTRE Caretrust REIT Inc. | New | 0.07% | +0.07 |
| PRGS Progress Software Corp. | New | 0.07% | +0.07 |
| CRS Carpenter Technology | New | 0.07% | +0.07 |
| TSLA Tesla Inc. | Add +32.9% | 0.23% | +0.07 |
| RAMP Liveramp Holdings Inc. | New | 0.07% | +0.07 |
| AME Ametek Inc. | Add +33.8% | 0.35% | +0.06 |
| GLW Corning Inc. | Add +13.6% | 0.52% | +0.06 |
| HON Honeywell International Inc. | Add +16.2% | 0.61% | +0.06 |
| CRM Salesforce Inc. | Add +32.6% | 0.42% | +0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 139 | $436.5M | VTI, BND, HYG, NVDA, AAPL |
| Q1 2026 | 132 | $333.2M | VTI, BND, NVDA, AAPL, HYG |
| Q4 2025 | 133 | $274.1M | VTI, BND, ESGU, HYG, VEA |
| Q3 2025 | 131 | $270.9M | VTI, BND, ESGU, HYG, VEA |
| Q2 2025 | 179 | $314.4M | VTI, BND, HYG, ESGU, VEA |
| Q1 2025 | 169 | $275.0M | VTI, BND, HYG, ESGU, VEA |
| Q4 2024 | 167 | $274.8M | VTI, BND, HYG, ESGU, VEA |
| Q3 2024 | 181 | $299.2M | VTI, BND, HYG, ESGU, VEA |
| Q2 2024 | 171 | $282.4M | VTI, BND, HYG, ESGU, VEA |
| Q1 2024 | 175 | $266.1M | VTI, BND, HYG, ESGU, VEA |